New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

UltraTax CS enables you to easily file returns, send them to clients, and then store them electronically. The following information can direct you to the precise information you need to efficiently complete the task at hand.

Filing and delivering returns

Whether you electronically file returns or send returns in the mail, UltraTax CS enables you to prepare returns for filing and delivering, from reviewing and previewing returns, to choosing the collation and print options, to selecting which client's returns you want to file.

The following links provide access to common tasks associated with filing and delivering tax returns.

• Printing tax returns and extensions overview
• Preparing a paperless tax return
• Sending UltraTax CS items via email and CS Connect overview
• Including source documents when delivering tax returns to clients
• UltraTax CS electronic filing overview
• Sending tax returns to clients via email
• Assembling and transmitting web tax returns

Storing client return information

After you file and deliver tax returns, you can print copies of the return and store them in a physical filing cabinet, or you can store electronic versions of tax returns in File Drawer, FileCabinet CS (if licensed), or GoFileRoom(if licensed). For more information see, Storing UltraTax CS documents and Viewing FileCabinet CS documents from within UltraTax CS.

Was this article helpful?

Yes No

Submit